|
⚲
|
| Finley Financial LLC
✚
|
|
|---|---|
| CRD # | 131442 |
| SEC # | 801-110657 |
| CIK # | 0002047823 |
| AUM | $202.3 M (2025-02-11) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 503-474-3535 |
| Address | 11421 Rain Canyon Ave, 102 Las Vegas, NV 89135 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 54.6 |
| (b) Individuals (high net worth individuals) | 76 | 147.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 304 | 202.3 |
| By Discretionary | ||
| Discretionary | 304 | 202.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 304 | 202.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.3 | |
| Total | 304 | 202.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002047823] |
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